Paraplanner, trust geek and dog and guinea pig mum/butler/minion

Bristol, England
Joined September 2012
Went to see @EdGambleComedy tonight and when he asked one of the front row about their job they said Paraplanner! Almost stood up and wildly cheered. Didn't though because audience participation is TERRIFYING! 🤣🤣
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We have officially converted some southern yoofs with the @thelangcat goodies. Official quote "I do not have enough irn bru in my life". The response to tablet was non verbal but could be construed as immensely positive. ❤️
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Had an absolute blast chatting all things retirement at #langcatlive Really interesting hearing differing views on what's important but with one megathread in common... the client outcomes are what matters.
Moving onto something more complex… retirement advice and tech. @langcatnat discusses the issues with Marie Meagher from Dharmea FP, @katmock2 from Unity Paraplanning and Roland Whyte, CEO at Nokkel #langcatlive
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I don’t mean to brag but…#PFSFestival
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Thought-provoking session on retirement income conversations with @a_rochalima 👌
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Time for my annual tweet. Went to tesco today. saw the t shirt I’m wearing on a hanger. Turns out I wore pjs to three client meetings today. Winning at life. 🙈
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Actually taking holiday and spending my first day with one of my faves ❤️
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Just finished updating my CPD log which is my least favourite activity(I’m rubbish at logging as I go)! I would love to see a prompt for a reflective statement on event feedback forms and then duplicated onto the CPD certificate. It’s a small thing but it would help so much!
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So refreshing to catch up with other paraplanners at this years conf. How is it that time again?!#paraplanning21
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Thoroughly recommend this 5 minute Ted Talk. Amrou Al-Kadhi talks about struggling to negotiating their queer and Islamic heritage. podcasts.apple.com/gb/podcas…
Well done @Sparraplanning ! First of all... A fantastic paraplanner and an asset to all who work with her. Second of all.... she is a fantastic friend and mentor. Thank you Caro for helping make me the PP I am today and for keeping me sane always. 🌟🌟🌟
Rising to the top, to prove herself as the best in her class, the winner for the Paraplanner of the Year award is Caroline Stuart! @sparraplanning #PAawards21
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House-sharing with my Mama - observation #2 for someone who is not a fan of dogs, she seems to have successfully gained the allegiance of all of my dogs 🐾🐾
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House-sharing with my Mama - observation #1 She is shorter than I always thought she was and seems to be gradually getting shorter ❤️
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I feel like this is too trendy a headline for me 😂😂😂
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I’m really up for a year long Christmas when this is all over. Pigs in blankets, fairy lights and movies 😜
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I love trusts and their glorious weirdness! (I am actually working on a trust case, this isn't just a random shower thought) 😂
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First day off in a long while and I finally put the finishing touches on my little Kat cave! Just in time for winter :)
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Had a blast discussing all things paraplanning with the panel at the #afaau conference today. Amazing to hear how much we all have in common. If anyone wonders how I managed to stay awake for this, here's how 😂
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I'm really excited to be part of the AFA Virtual Conference with some smashing Australian paraplanners and tech wizards. Looking forward to hearing all about how they do things and sharing some of the common challenges, hints and tips! Wish me luck at 3am :)
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